Accelerate New Sales Rep Onboarding

The onboarding process for a new sales rep is traditionally slow and consumes a lot of time from managers and senior team members. Salescaling allows you to drastically accelerate this process by creating a "greatest hits" library from your best sales reps.

This allows new team members to learn from real, excellent examples from day one, at their own pace.

Step-by-Step Guide: Create an "Onboarding Playlist"

Step 1: Identify Your Top Performers Use the Global Analytics Dashboard to identify which users consistently have the highest Average AI Score. They will be your references for creating training material.

Step 2: Find Their Best Moments Go to the Recording Explorer and filter by the meetings of those top users. Look for high-scoring recordings that correspond to the types of conversations the new sales rep will have (e.g., "Product Demos", "First Qualification Call").

Step 3: Create Your "Master Play Library" Review these high-quality recordings and create short, specific Clips for each key milestone in your sales process. Some examples of clips you can create are:

• "Example of how to open a cold call"
• "Model of how to present the value proposition"
• "Best example of handling price objection"
• "Perfect close with clear next steps"

Step 4: Organize and Share Content Go to the Playlists section and create a new list called, for example, "Onboarding Playlist". Add all the clips you have created in a logical order to guide learning. Finally, share this Playlist with new sales reps during their first week.

This resource becomes an asynchronous and highly valuable training tool that they can consult whenever they need it.